HubSpot-first account intelligence

Know what's happening. Win more deals.

DealPulse turns your HubSpot contacts, deals, notes, and activity history into AI-generated account intelligence and meeting briefs—before the call starts.

Generate your first brief See the workflow

Built around HubSpotBriefs in seconds

DealPulse

Brief ready

Account brief

Acme Corp.

QBR in 5 days · $120k renewal · 4 open deals

82score

Growth signal

Expansion use case opened

Risk to address

Renewal owner changed

From HubSpot

5 new activity notes

Next best move

Confirm executive sponsor

DealPulse recommendation

Lead with adoption momentum, confirm the new renewal owner, then introduce the expansion path.

From activity to action

Your account prep, on repeat.

No more tab switching or last-minute research. DealPulse turns the customer record your team already keeps in HubSpot into a focused point of view.

Connect HubSpot

Bring contacts, companies, deals, notes, and activity history into one live account view.

Surface what changed

DealPulse scans account context for momentum, gaps, risks, and reasons to reach out now.

Walk in prepared

Generate a concise meeting brief with talking points, stakeholders, and the next best move.

Brief builder

HubSpot synced

Relationship health and deal momentum

Grounded in recent HubSpot activity and account context.

Stakeholders, decisions, and open questions

Grounded in recent HubSpot activity and account context.

Recommended talk track and next best action

Grounded in recent HubSpot activity and account context.

Executive-ready summary generated

A signal, not another dashboard

Get the point before the meeting.

DealPulse connects the dots across the account record so every rep knows what matters, who matters, and what to do next.

Spot renewal risk before it becomes a surprise
Turn activity history into a clear account narrative
Share a consistent view of the next move across the team

Simple pricing, clear outcomes

Start sharp. Scale signal.

Plans are shown for evaluation. Checkout and plan activation stay in the existing platform flow.

Pulse

The Individual plan for reps who want a sharper view of every account.

$39/mo

HubSpot account context
AI meeting briefs
Personal account watchlist

Start with Pulse

Forward

The Team plan for sales teams standardizing how they prepare and grow.

$299/mo

Shared account intelligence
Team briefing workflow
Opportunity and risk signals
QBR-ready summaries

Choose Forward

Enterprise

For organizations rolling out intelligence with governance.

Custom

Tailored implementation
Custom data sources
Dedicated rollout support

Talk to us

Proactive today. Ahead tomorrow.

Make every account conversation count.

Turn the information in HubSpot into the insight your sales team needs to move a deal forward.

Get started with DealPulse